$IVE is held by 30 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.52%, with an average of 0.58% of portfolio. Largest holder: Courier Capital LLC at 3.52%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
ISHARES TR
13F holders
1,639
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 1,639 · Source: 13F-HR01
Marquette Asset Management, LLC
—
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02
State Farm Mutual Automobile Insurance Co.
—
—
03
Taconic Capital Advisors LP
—
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04
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
—
—
05
Lowe Brockenbrough & Co. Inc.
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—
06
AIFG Consultants Ltd.
—
—
07
Evensky & Katz LLC
—
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08
FengHe Fund Management Pte. Ltd.
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09
Holos Integrated Wealth LLC
—
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10
Sheaff Brock Investment Advisors, LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
30 holders · Q1 202601
Courier Capital LLC
3.52% NEW
α +14.9pts
02
Endeavor Private Wealth, Inc.
3.49% held
α +13.5pts
03
Pacific Financial Group Inc.
3.06% held
α +14.3pts
04
Condor Capital Management
2.64% NEW
α +23.6pts
05
Independent Solutions Wealth Management, LLC
2.26% NEW
α +19.1pts
06
Plum Street Advisors, LLC
0.62% held
α +18.0pts
07
Principal Securities, Inc.
0.40% held
α +21.3pts
08
TRUE Private Wealth Advisors
0.23% NEW
α +23.4pts
09
Interactive Financial Advisors, Inc.
0.19% NEW
α +15.2pts
10
Bradley Foster & Sargent INC
0.12% NEW
α +11.1pts
11
New Age Alpha Advisors, LLC
0.12% held
α +10.8pts
12
Fiduciary Alliance LLC
0.09% held
α +16.8pts
13
Beverly Hills Private Wealth, LLC
0.07% held
α +10.4pts
14
Truepoint, Inc.
0.06% held
α +21.4pts
15
Impact Partnership Wealth, LLC
0.06% held
α +10.3pts
16
Banco Santander, S.A.
0.06% held
α +12.6pts
17
RFG Advisory, LLC
0.05% held
α +16.2pts
18
Venture Visionary Partners LLC
0.04% held
α +10.3pts
19
Linscomb Wealth, Inc.
0.03% held
α +32.6pts
20
Stelac Advisory Services LLC
0.03% held
α +13.4pts
21
ProVise Management Group, LLC
0.03% held
α +11.2pts
22
JTC Employer Solutions Trustee Ltd
0.02% held
α +22.6pts
23
GM Advisory Group, LLC
0.02% held
α +16.5pts
24
Johnson Financial Group, Inc.
0.02% held
α +14.7pts
25
Fulton Bank, N.a.
0.01% held
α +23.8pts
26
Citigroup Inc.
0.01% held
α +26.3pts
27
Collier Financial
0.01% held
α +14.2pts
28
Pittenger & Anderson Inc.
0.01% held
α +21.3pts
29
Scopia Capital Management LP
0.00% held
α +10.2pts
30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $IVE in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $IVE in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $IVE lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $IVE — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:15 UTC.